David Stolz CPA/PFS, CFP, CDFA

President, Stolz and Associates

Past Chair of the American Institute of CPA's Personal Financial Planning Credential Committee Past Member of The American Institute of CPA's Personal Financial Planning Executive Committee Author of Women, Divorce and Money, Taking Control of your Finances and your Future

Appearances

Building a Tax and Financial Planning Advisory Business Workshop - Day 1
Building a Tax and Financial Planning Advisory Business Workshop - Day 2
Building a Tax and Financial Planning Advisory Business Workshop - Day 1
Building a Tax and Financial Planning Advisory Business Workshop - Day 2
ENG201.01. Common Questions from Clients amid the Pandemic
ENG201.16. Build an Advisory Practice Primer
PFP21101A. Building Your Tax & Financial Planning Advisory Business Pre-Conference Workshop
ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?
PFP21101B2. Business Model Roundtables
PFP21101B3. Where Are They Now, Communicating with Clients, & Next Steps / Practical Advice
PFP Business Models: True Stories from Successful CPAs - Part I
PFP Business Models: True Stories from Successful CPAs - Part II
Business Model Roundtables
Effectively Communicating with Your Clients
Next Steps: Practical Advice from the Panel and Q&A
De-Commoditizing Audit and Tax Services
Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables
Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs
Building Your Tax and Financial Planning Advisory Business Workshop: PFP Business Models - True Stories from Successful CPAs cont...
Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients
Building Your Tax and Financial Planning Advisory Business Workshop: Next Steps - Practical Advice from the Panel and Q&A

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